Inclusion Resource List


Minorities can enrich financial services industry,” Investment News, by Lazetta Rainey Braxton 

“How to Fix the Industry’s Race Problem,” Financial Planning, by Charles Paikert 

“The business case for diversity and inclusion: Is there one?” Investment News, Lazetta Rainy Braxton 

“Using Critical Race Theory to Solve Our Profession’s Critical Race Issues,” Journal of Financial Planning, May 2018, Kathleen Boyd

“A Candid Discussion on Diversity Where We’ve Been, Where We Are, and Where We’re Going,” roundtable moderated by Kathleen Boyd, May 2019, Journal of Financial Planning.

“What Financial History Taught Me About Racism,” Journal of Financial Planning, May 2019, by Phuong Luong

“Racial Diversity in Financial Planning: Where We Are and Where We Must Go,” CFP Board

“How Diversity Makes Us Smarter,” Scientific American

“No. Putting a Person of Color on Your Panel Doesn’t Accomplish ‘Diversity,’” by Elizabeth Vivirito

“How Diversity Initiatives Often Fail in the Financial Planning Profession by Neglecting to Consider Inclusion,” by Meghaan Lurtz 

“Voices: COVID-19 Intensifies Need for More Diversity Among Advisors: CFP Board Chair,” Financial Planning, by Jack Brod 

“Why Education is Essential for Supporting Diversity in Financial Planning,” eMoney’s Heart of Advice, by Mac Gardner

“Talking Shop: Tyrone Ross Jr. and a Real Talk on Diversity,” All About Your Benjamins, by Justin Castelli 


2050 TrailBlazers

The Element of Inclusion, Dr. Jonathan Ashong-Lamptey

Minority Money Podcast


Heart of the Soul: Emotional Awareness by Gary Zukav and Linda Francis

Inclusion: Diversity, The New Workplace, and the Will to Change by Jennifer Brown

So You Want to Talk About Race by Ijeoma Oluo

Subtle Acts of Exclusion: How to Understand, Identify, and Stop Microaggressions by Tiffany Jana and Michael Baran

White Fragility: Why It’s So Hard for White People to Talk About Racism by Robin DiAngelo

How to Be an Antiracist by Ibram X. Kendi

Diversity/Cultural Competence and/or Implicit Bias Training

EQ Refined

Latino Leadership Institute

RBG Consulting

Stirfry Seminars and Consulting

Financial Literacy Efforts

Learn to Money. Click here to support this effort.

General Resources/Websites

Morningstar’s list of resources on how to support underrepresented people in finance here:

CFP Board Diversity and Inclusion:

If you have resources you’d like to see on this list, please email Ana Trujillo Limón.